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Csenge Advisory Group’s Novartis NVS Stock Holding History

Csenge Advisory Group’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.16M Sell
14,137
-16,127
-53% -$2.47M 0.1% 173
2025
Q4 		$4.17M Buy
30,264
+1,018
+3% +$133K 0.19% 104
2025
Q3 		$3.75M Buy
29,246
+10,838
+59% +$1.32M 0.18% 109
2025
Q2 		$2.13M Buy
18,408
+432
+2% +$48.7K 0.11% 152
2025
Q1 		$1.99M Buy
17,976
+1,581
+10% +$168K 0.11% 149
2024
Q4 		$1.6M Buy
16,395
+6,369
+64% +$679K 0.09% 188
2024
Q3 		$1.17M Buy
10,026
+678
+7% +$76.9K 0.06% 233
2024
Q2 		$995K Buy
9,348
+2,792
+43% +$280K 0.06% 251
2024
Q1 		$634K Sell
6,556
-1,365
-17% -$140K 0.04% 372
2023
Q4 		$800K Buy
7,921
+806
+11% +$77.8K 0.05% 288
2023
Q3 		$725K Buy
7,115
+3,709
+109% +$376K 0.05% 279
2023
Q2 		$344K Buy
+3,406
New +$341K 0.02% 465
2021
Q2 		– Sell
-2,312
Closed -$202K – 576
2021
Q1 		$202K Sell
2,312
-151
-6% -$13.6K 0.02% 475
2020
Q4 		$233K Sell
2,463
-449
-15% -$39.2K 0.03% 384
2020
Q3 		$252K Buy
2,912
+47
+2% +$4.07K 0.03% 329
2020
Q2 		$250K Sell
2,865
-552
-16% -$47.6K 0.04% 310
2020
Q1 		$282K Buy
+3,417
New +$305K 0.07% 223
2018
Q4 		– Sell
-23
Closed -$1K – 1058
2018
Q3 		$1K Buy
+23
New +$1.7K ﹤0.01% 899

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Csenge Advisory Group's NVS Position: Q1 2026 in Review

Csenge Advisory Group reduced its Novartis (NVS) stake by 53% in Q1 2026, selling an estimated $2.47M and leaving 14,137 shares worth $2.16M. The position accounts for 0.1% of the portfolio, ranked #173.

Csenge Advisory Group first reported a position in NVS in Q3 2018 and has held it in 18 quarters since. The position peaked at $4.17M in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Csenge Advisory Group held 14,137 shares of Novartis worth $2.16M as of Q1 2026.
  • Csenge Advisory Group sold 16,127 Novartis shares in Q1 2026, an estimated $2.47M.
  • Novartis made up 0.1% of Csenge Advisory Group's portfolio in Q1 2026, its #173 holding.
  • Csenge Advisory Group first reported a position in Novartis in Q3 2018 and has held it in 18 quarters since.
  • Csenge Advisory Group's Novartis position peaked at $4.17M in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.